See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,637 | $101,724+189.6% | $164,813+78.8% | $80,856+264.4% |
| Participation rate | 94.0% | 71.8%+22.2pp | 78.6%+15.4pp | 67.6%+26.4pp |
| Annual return | 13.26% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.3pp |
| Employer contribution / active EE | $35,131 | $2,953+1089.5% | $4,341+709.3% | $2,755+1175.3% |
| Participant deferral / active EE | $24,172 | $4,477+439.9% | $6,031+300.8% | $4,296+462.7% |
| Admin fee / account holder | $2,057 | $8,227-75.0% | $12,690-83.8% | $6,918-70.3% |